Employee Management
Accounting Firm Grouping — Multi-Firm & Outsourcing Setup
Overview LedgerSync’s Accounting Firm feature allows outsourcing firms and multi-firm practices to create a firm layer above their client list. Each firm groups its own clients and employees, and employees only see the clients and firms they’ve been ...
How to Add an Administrator in LedgerSync
Overview This article outlines the steps to add a new administrator to your LedgerSync account. Administrator access grants full permissions to manage firm-wide settings, clients, and users. Steps 1. Log in to your LedgerSync account. 2. Click on ...
Can Admin share their personal Ledgersync "client" account with employees?
Every Ledgersync Administrator has a free internal/personal account. Can this Ledgersync client account be shared with other employees? Essentially when an administrator signs up to Ledgersync you get a free administrator Ledgersync account that only ...
Auto Assign all clients to all employees
Overview By default, employees in LedgerSync can only see the clients they created themselves. Administrators can manually assign additional clients to employees. The Auto Assign feature automatically assigns all existing and future clients to all ...
How to add employees to Ledgersync (Video)
Ledgersync allows you to add as many employees as you want to the product How? Go the "Tools" Tab and add either an employee as 1) Employee - Can only see their client data and add their clients 2) Administrator- Can see all clients and can add other ...